Scheduling - Setting Up Appointment Resources

This topic is under construction.

An appointment resource provides support or help with the appointment.  A resource can be a piece of equipment or a person to assist with a specific type of appointment or procedure.  Within Scheduling you can define the resources needed and assign them to the types of appointments requiring the resource.  The resource can then be automatically scheduled with the appointment.

Scheduling Resources Maintenance

To set up resources with appointments follow the steps outlined below:

1.  Set up a Scheduling Provider for the resource, such X-RAY.

2.  Maintain Appointment Types during Scheduling Appointment Type Maintenance.

Note:  Set the Appointment Type's Additional Resources Needed? field to yes.

3.  Maintain general descriptions or categories of your resources during Scheduling Resource Description Maintenance.

4.  Link Resource Description IDs to specific appointment types during Appointment Type Additional Resource Maintenance.

5.  For each individual resource you have, maintain a Resource Master during Resource Master Maintenance.  
Tip:  Here you can specify the weekly time periods the resource is available and the location of the resource.

6.  For each individual resource maintain the Resource Master Clock during Scheduling Resource Master Clock Maintenance, if applicable.  
Tip:  During this maintenance you can fine tune the availability of the resource.